Latest Articles
2022 MCPS Business Pitch Challenge
On Thursday, March 24th, Brad Sherman was asked to judge the MCPS Business Pitch Challenge, which is an annual local challenge inspired by the show “Shark Tank”. Students from seven
Robo VS. Human Financial Advisors
The last few years have certainly changed the cadence in which many of us operate on a day to day basis. This is especially true with the emergence of technology
Last Call To Fund Your Traditional & Roth IRA For 2021
Spring has arrived which means it’s time to get out your spring cleaning checklist. That doesn’t just mean yard work and old clothes, but your finances too! A great place
How The Fed & Rising Interest Rates Will Affect Your Wallet
We know many of you have been anticipating the Fed Meeting that occurred earlier this week. What you may be wondering now is how the hike in interest rates will
Do’s And Don’ts In A Market Correction
As we’ve been making our way through this market correction, we’ve been getting many questions about which financial moves you should be making and which ones to avoid. While market
A Note To Women Out There Who Are Feeling Financially Stressed-You Are NOT Alone
Did you lose your job in the last year because of the coronavirus pandemic? Did you quit your job to care for your children who were virtually learning at home
Here Are Some Signs To Re-Visit Your Estate Plan
We know that thinking about estate planning can be daunting and is not the most exciting conversation to have with your spouse; however, it’s extremely important. As we’ve been talking
Brad Sherman Named to Washingtonian’s Top Financial Advisers 2022 List
Brad Sherman has been named on Washingtonian Magazine’s 2022 list of Best Fee-Only Financial Advisors in Washington, DC. Every 1-2 years, Washingtonian Magazine publishes a list of the Washington, DC
Why Choose A Financial Advisor With A Big Tech Stack
In the times of the coronavirus pandemic and with working-from-home becoming our new norm, we are all learning how to conduct our daily lives from the confines of our laptops